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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$30.8M -$1.16M -39,677 -4%
FAN
52
Financial Advisors Network
California
$30.8M +$1.61M +55,189 +6%
GIA
53
GHP Investment Advisors
Colorado
$29.8M +$153K +5,244 +0.5%
MCM
54
MAI Capital Management
Ohio
$29.8M +$363K +12,405 +1%
WIA
55
World Investment Advisors
California
$29M +$24.7M +846,224 +628%
AIA
56
Ally Invest Advisors
North Carolina
$28.2M +$690K +23,606 +3%
Cerity Partners
57
Cerity Partners
New York
$28M -$355K -12,133 -1%
TWM
58
Tradition Wealth Management
Minnesota
$27.7M -$233K -7,974 -0.8%
SIA
59
Serenity Investment Advisors
Illinois
$26.9M +$25.9M +886,107 New
Wells Fargo
60
Wells Fargo
California
$26M +$1.33M +45,603 +5%
GRP
61
Global Retirement Partners
California
$25.9M +$23.1M +789,636 +922%
PA
62
Persium Advisors
Georgia
$25M +$687K +23,520 +3%
Raymond James Financial
63
Raymond James Financial
Florida
$24.9M +$8.5M +290,764 +53%
KWM
64
KRM Wealth Management
Nevada
$23.8M +$23.5M +803,337 New
MFG
65
Merit Financial Group
Georgia
$23.8M -$360K -12,321 -2%
SFG
66
Sage Financial Group
Pennsylvania
$23.1M +$77.9K +2,665 +0.3%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$22.9M +$2.95M +100,881 +15%
MWP
68
Meriwether Wealth & Planning
Louisiana
$22.6M +$825K +28,226 +4%
NFW
69
Noble Family Wealth
Florida
$21.6M -$112K -3,833 -0.5%
FFN
70
Focus Financial Network
Minnesota
$21.2M -$754K -25,803 -3%
PCIA
71
Prime Capital Investment Advisors
Kansas
$21M -$2M -68,406 -9%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$20.8M +$1.69M +57,728 +9%
UWM
73
USAdvisors Wealth Management
Minnesota
$20.7M +$1.86M +63,563 +10%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.7M -$649K -22,205 -3%
EFG
75
Ethos Financial Group
Pennsylvania
$20.2M +$185K +6,318 +0.9%